Thursday, June 16, 2011

Why State Taxes Make Roth Conversion a Huge Opportunity for Americans Abroad

by David Kuenzi, CFP®, Thun Financial Advisors

This article analyzes how the exemption from state income taxation enjoyed by most Americans abroad significantly alters the calculation that determines whether or not Roth contributions and/or Roth conversion make financial sense. It concludes that the exemption from state taxes makes Roth conversion an especially attractive financial opportunity for Americans abroad that should be capitalized on while they are still living outside the U.S...

Read more at Expat Focus: Money

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